Suggestion: The ability to filter for empty/not empty records when using the listview filters against modules.
We are currently going through all of our data sets that we hold for each module to improve our sales and marketing campaigns.
Within our Contacts module, we have a relate field for the account name that they are associated to. We have over 2000 contact records without an associated account.
I have tried to set up a listview filter from the contacts module but this only has the dropdown options against 'Account Name' > 'is any of' or 'is not any of'.
We want to link the contact to an account where the contact has a valid email address so that we can then capture them into an email campaign if their related account type is a specific criteria.
I have created a report to achieve this instead using the logic - Contacts > Account Name > Name 'is empty'.
This report does bring back the required information. However, using Sugar Sell V11, the drawer dashboard feature is not available on report records rows, nor is there a quick edit/mass update function to update these records that have no associated account.
It would be useful to be able to search for empty/not empty records within the listview as the mass update feature could be used, assisting with productivity for updating records more quickly without having to load the details for each individual record.
This is available for reports but i feel it would be really useful to have this logic available on the listview logic hooks too.